VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,538,223 | -9.9% | 72,960 | -7.5% | 0.63% | -9.3% |
| Q2 2023 | $8,370,851 | +15.7% | 78,918 | +15.1% | 0.69% | +1.5% |
| Q1 2023 | $7,232,935 | +1.6% | 68,559 | +4.2% | 0.68% | -6.7% |
| Q4 2022 | $7,118,942 | +26.2% | 65,788 | +10.7% | 0.73% | +11.6% |
| Q3 2022 | $5,641,000 | -5.4% | 59,454 | +1.4% | 0.65% | -2.4% |
| Q2 2022 | $5,964,000 | -9.1% | 58,642 | +0.3% | 0.67% | +6.0% |
| Q1 2022 | $6,560,000 | +4.0% | 58,444 | +3.8% | 0.63% | +5.9% |
| Q4 2021 | $6,309,000 | +1.3% | 56,278 | -5.4% | 0.60% | -10.8% |
| Q3 2021 | $6,231,000 | 0.0% | 59,471 | 0.0% | 0.67% | +0.1% |
| Q2 2021 | $6,231,000 | +24.3% | 59,471 | +20.0% | 0.67% | +17.4% |
| Q1 2021 | $5,012,000 | +6.1% | 49,579 | -3.9% | 0.57% | -2.9% |
| Q4 2020 | $4,723,000 | -1.8% | 51,608 | -13.1% | 0.59% | -9.7% |
| Q3 2020 | $4,808,000 | -8.5% | 59,410 | -10.9% | 0.65% | -15.8% |
| Q2 2020 | $5,254,000 | +25.4% | 66,702 | +12.6% | 0.77% | -8.0% |
| Q1 2020 | $4,191,000 | +4.1% | 59,235 | +37.9% | 0.84% | +18.9% |
| Q4 2019 | $4,026,000 | +8.8% | 42,960 | +3.0% | 0.70% | -2.8% |
| Q3 2019 | $3,701,000 | +4.3% | 41,715 | +2.7% | 0.72% | -1.6% |
| Q2 2019 | $3,550,000 | +7.7% | 40,630 | +5.6% | 0.74% | +8.9% |
| Q1 2019 | $3,295,000 | +7.7% | 38,473 | -1.9% | 0.68% | -8.9% |
| Q4 2018 | $3,059,000 | -7.8% | 39,228 | +3.4% | 0.74% | +20.8% |
| Q3 2018 | $3,319,000 | +5.7% | 37,942 | +0.3% | 0.62% | -2.1% |
| Q2 2018 | $3,140,000 | +4.6% | 37,813 | +1.5% | 0.63% | -29.6% |
| Q1 2018 | $3,001,000 | -9.7% | 37,253 | -2.6% | 0.89% | -6.6% |
| Q4 2017 | $3,324,000 | +6.7% | 38,261 | +0.5% | 0.96% | -5.5% |
| Q3 2017 | $3,115,000 | +1.6% | 38,056 | -3.1% | 1.01% | -5.1% |
| Q2 2017 | $3,067,000 | +3.3% | 39,262 | +2.2% | 1.06% | -6.2% |
| Q1 2017 | $2,970,000 | +22.8% | 38,411 | +20.0% | 1.14% | +8.8% |
| Q4 2016 | $2,418,000 | – | 31,999 | – | 1.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
| Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
| SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
| Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
| Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
| MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
| Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
| ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
| PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
| CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |